(Are you attending the Real Estate & Entrepreneurship Conference for Physicians on September 26-28, 2024 in Dallas, Texas? If so, send me a message so we can meet up. I would love to meet you in person.) Purchasing life insurance is a very misunderstood transaction. The buyer doesn’t know how much life insurance his family will need, … Read more
It’s that time of year again. Over 30,000 medical residents are about to finish their training and start their first job. Many of them will make some big financial mistakes during their first year that will haunt them for years to come. I wrote The Doctors Guide to Starting Your Practice Right to help new … Read more
(Want to meet me in person and attend my live lectures? Please join me at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have spoken multiple times in the past. One lecture on Regaining the Joy of … Read more
Christmas is the time we celebrate the birth of Jesus. Whether you are a Christian or not, following the concepts taught in the Bible will have a profound effect on your life. The first four books of the New Testament are called the gospels. These books record the life, death, and resurrection of Jesus, with … Read more
As another year comes to a close, there are a few tasks we should all consider completing before the end of December. Thanksgiving is my usual reminder to check up on everything before the year ends while I still have time to act. Some of the things on this list have penalties assessed if they … Read more
(Want to meet me in person or attend my lectures? Join me at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024 in Orlando, Florida. I will be giving two lectures at this amazing conference where I have been a speaker multiple times in the past. If you have some of my … Read more
“When can I begin to splurge on my dreams?” This is an almost universal question that comes to mind as soon as we start earning a living. As such, it is one of the first things we address during my Total Financial Makeover Coaching Program: Dreams and Goals. If your financial planning is not heading … Read more
One of my blog readers recently found a house that he felt would be good for his family and met their needs. He made an offer on the house, but his offer was not accepted. He is currently continuing his search. He contacted me because his friends, after hearing about the house he put an … Read more
Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include what happened to Silicon Valley Bank, is professional courtesy dead, ways even a physicians can save money on groceries, how to master living … Read more
Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include how making small improvements lead to big gains, don’t fall prey to the insurance companies, advice from those who lived to be a … Read more
